BlackDiamond Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Hold |
2,578
| – | – | 0.84% | 35 |
|
|
2025
Q1 | $1.34M | Buy |
2,578
+26
| +1% | +$13.5K | 0.9% | 36 |
|
|
2024
Q4 | $1.38M | Hold |
2,552
| – | – | 0.79% | 36 |
|
|
2024
Q3 | $1.4M | Sell |
2,552
-16
| -0.6% | -$8.78K | 0.85% | 37 |
|
|
2024
Q2 | $1.25M | Sell |
2,568
-21
| -0.8% | -$10.2K | 0.82% | 38 |
|
|
2024
Q1 | $1.24M | Sell |
2,589
-72
| -3% | -$34.6K | 0.89% | 34 |
|
|
2023
Q4 | $1.2M | Buy |
2,661
+72
| +3% | +$32.6K | 0.88% | 34 |
|
|
2023
Q3 | $989K | Buy |
2,589
+130
| +5% | +$49.6K | 0.89% | 32 |
|
|
2023
Q2 | $1.03M | Buy |
2,459
+45
| +2% | +$18.8K | 0.87% | 31 |
|
|
2023
Q1 | $901K | Buy |
2,414
+220
| +10% | +$82.1K | 0.92% | 26 |
|
|
2022
Q4 | $787K | Sell |
2,194
-10
| -0.5% | -$3.59K | 0.89% | 26 |
|
|
2022
Q3 | $780K | Sell |
2,204
-201
| -8% | -$71.1K | 0.94% | 25 |
|
|
2022
Q2 | $873K | Buy |
2,405
+1,038
| +76% | +$377K | 1.09% | 25 |
|
|
2022
Q1 | $567K | Sell |
1,367
-3
| -0.2% | -$1.24K | 0.68% | 38 |
|
|
2021
Q4 | $598K | Buy |
+1,370
| New | +$598K | 0.69% | 41 |
|